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Playbook

The client offboarding process for agencies

Last updated: August 2026

Offboarding is where access debt is created. A clean process removes every grant and records what existed — so no ghost admin accounts linger in a client's Business Manager years later.

The playbook

  1. List every platform and asset you were granted.
  2. Remove your access from each, or have the client remove it.
  3. Confirm removal from the client's side too.
  4. Keep a log of what was connected and when.
  5. Confirm the client has full control back.

The shortcut

HandItSafe was built for exactly this. One link requests the access you need through each platform's official process, your client keeps a panel to see and remove it, and every change is logged — so onboarding is fast and offboarding is clean.

FAQ

Frequently asked questions

How to offboard a client and remove access cleanly?

Offboarding is where access debt is created. A clean process removes every grant and records what existed — so no ghost admin accounts linger in a client's Business Manager years later.

How does HandItSafe help?

It requests the right access in one link using official partner systems, gives the client a control panel to remove access anytime, and logs every grant and removal for clean offboarding.

Keep reading

Related

Client onboarding for agenciesThe client offboarding processHandItSafe vs Leadsie

Skip the whole thing — send one link.

HandItSafe requests exactly this access in one link. No passwords. Your client keeps a panel to remove it anytime.